Founders Capital Management (Texas)’s NextEra Energy NEE Stock Holding History

Founders Capital Management (Texas)’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-64	Closed	-$4.09K	–	383
2024 Q1	$4.09K	Hold	64	–	–	﹤0.01%	317
2023 Q4	$3.89K	Hold	64	–	–	﹤0.01%	341
2023 Q3	$3.67K	Buy	+64	New	+$4.43K	﹤0.01%	357
2022 Q3	–	Sell	-115	Closed	-$9K	–	405
2022 Q2	$9K	Buy	+115	New	+$8.76K	0.01%	323
2017 Q4	–	Sell	-120	Closed	-$4K	–	384
2017 Q3	$4K	Hold	120	–	–	﹤0.01%	335
2017 Q2	$4K	Hold	120	–	–	﹤0.01%	340
2017 Q1	$4K	Buy	+120	New	+$3.77K	﹤0.01%	363

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Capital Management (Texas)'s NEE Position: Q2 2024 in Review

Founders Capital Management (Texas) sold out of NextEra Energy (NEE) in Q2 2024, closing a stake of 64 shares — an estimated $4.09K sold.

Founders Capital Management (Texas) first reported a position in NEE in Q1 2017 and held it in 7 quarters. The position peaked at $9K in Q2 2022. 2,540 funds tracked by Wall St. Rank hold NEE as of Q2 2024.

Founders Capital Management (Texas) reported no remaining NextEra Energy position as of Q2 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 64 NextEra Energy shares in Q2 2024, an estimated $4.09K.
Founders Capital Management (Texas) first reported a position in NextEra Energy in Q1 2017 and held it in 7 quarters.
Founders Capital Management (Texas)'s NextEra Energy position peaked at $9K in Q2 2022.
2,540 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2024, filed 10 Jul 2024.